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Mark H

Series 66

O Fallon, IL

Edward Jones

Mark Hansen is a financial advisor with Edward Jones in O’Fallon, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. He is also a trustee and one of three beneficiaries of a family trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Military & Veterans
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Jacquelyn S

CFP®, Series 63, Series 66

Glen Carbon, IL

Edward Jones

Jacquelyn Schmidt is a CFP®-credentialed financial advisor with Edward Jones, based in Glen Carbon, IL, and has 18 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Schmidt serves as a board member and vice chairman for the Madison County Mass Transit District in Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Anna S

Series 66

Granite City, IL

Edward Jones

Anna Sahrhage is a financial advisor at Edward Jones with the Series 66 designation and seven years of industry experience. She previously worked at TheBank of Edwardsville for sixteen years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Natalie C

Series 66

O'Fallon, IL

Edward Jones

Natalie Cortese is a Series 66 credentialed financial advisor with Edward Jones in O'Fallon, IL, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Retirement withdrawal strategies Military & Veterans Founder/Business Owner
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Analisa E

Series 66

Edwardsville, IL

STIFEL

Analisa Eilers is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation and 10 years of industry experience. She previously worked at Century Securities from 2014 to 2016 before joining Stifel Nicolaus & Co Inc, where she has been since 2016. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides access to private funds and municipal market activities and operates affiliated trust companies and banks.

General retirement planning Income planning
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John H

Series 66

Collinsville, IL

Thrivent Investment Management

John Hoagland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He has held roles at Thrivent Financial since 2015. Hoagland participates as a case study grader for the Wealth Management Certified Planner program at the American College of Finance and serves as a board member for Good Samaritan Ministries, which provides affordable housing and community services in East St. Louis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, providing written recommendations without offering portfolio management or discretionary trading authority for these services.

Business ownership considerations
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Javon T

Series 66

Swansea, IL

Merrill

Javon Taylor is a Financial Advisor at Merrill Lynch Wealth Management. Based primarily in the St. Louis area, he works with individuals, local union laborers, business owners, and professionals to develop personalized financial strategies. His focus areas include retirement planning, wealth accumulation, and providing long-term financial confidence. He has particular expertise serving clients in the construction, HVAC, and roofing industries, understanding the distinct opportunities and challenges they encounter. Javon leverages Merrill's investment capabilities and Bank of America's resources to offer coordinated financial advice and guidance. Javon's professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Althoff Catholic High School. His client services span corporate executive services, executive compensation, family wealth management strategies, tax minimization, and retirement income planning among others. Outside of his professional work, Javon enjoys basketball, fishing, spending time with his family, and watching movies.

General retirement planning Wealth management Retirement income strategy Tax-loss harvesting Business ownership considerations Founder/Business Owner Union Employee HENRY (High Earners, Not Rich Yet)
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De Anna B

CFP®, Series 66

Highland, IL

Edward Jones

De Anna Bolt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Maurices and was involved with All You Fitness & Party Place. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Cal C

Series 66

O Fallon, IL

LPL Financial

Cal Clossen is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2023. Prior to his current role, his background includes positions at Munie Greencare Professionals and Missouri State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James P

CFP®, Series 66

Bethalto, IL

Edward Jones

James Pipkin is a financial advisor at Edward Jones in Bethalto, IL, with 11 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lauren V

Series 66

Edwardsville, IL

Edward Jones

Lauren Von Qualen is a financial advisor at Edward Jones in Edwardsville, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Carrollton Financial Advisors and Mike Fahnestock State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive Intergenerational Families
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Christopher H

Series 66

Wood River, IL

LPL Financial

Christopher Herzog is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James and Morgan Keegan. Outside of his advisory role, Herzog serves as the airport commissioner and treasurer at the St. Louis Regional Airport and has been involved with the Wood River Township nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Derick E

Series 66

Edwardsville, IL

Edward Jones

Derick Engelke is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. His prior work includes roles at Lindenwood University and Mount Carmel Senior Living. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David B

Series 63, Series 66

Swansea, IL

Edward Jones

David Brown is a financial advisor with Edward Jones in Swansea, IL, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a wide range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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David Y

Series 63, Series 65

Glen Carbon, IL

Wells Fargo Advisors

David Youngman is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dustin E

Series 66

Collinsville, IL

Thrivent Investment Management

Dustin Eckhardt is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 license and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is the owner of an LLC established to manage future office space. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Business ownership considerations
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Jonathan J

Series 66

Swansea, IL

LPL Financial

Jonathan Joelner is a financial advisor with LPL Financial holding a Series 66 license and 21 years of industry experience. He previously worked at Century Securities Associates, Stifel Nicolaus, J.P. Morgan Securities, Chase Investment Services, and Banc One Securities. In addition to his advisory role, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of significant discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dennis U

Series 66

Edwardsville, IL

LPL Financial

Dennis Ulrich is a financial advisor with LPL Financial in Edwardsville, IL, holding a Series 66 designation and offering 24 years of industry experience. He has been with LPL Financial since 2002 and has a long tenure with Scheffel & Company dating back to 1977. Outside of his advisory work, Ulrich is involved in managing family farm operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rodney V

Series 63, Series 66

Edwardsville, IL

STIFEL

Rodney Vaught is a financial advisor with Stifel in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Stifel since 2011. Outside of his advisory role, he is a co-manager and passive investor in Signal Buster Racing, LLC, involved in horse racing. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, serving as a basis for client decision-making.

General retirement planning Income planning
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John S

Series 66

O'Fallon, IL

Merrill

John Schuelke is a financial advisor with Merrill and holds a Series 66 designation. He has 11 years of industry experience and has worked at Merrill since 2014 and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as an advisory board member and vice-chair of an allocations committee for the United Way of Greater St. Louis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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